How do I allow a recipient to check a box OR not check a box?

Forum|Forum|7 years ago
July 22, 2019
6 replies
888 views

My document has a series of checkboxes. They can either check Yes or No. I don't want to make both fields "required" because then they would have to check both boxes. How do I make the boxes optional?

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Best answer by Community Expert

Two options...

1) Use Radio Buttons instead of checkboxes, as Radio Buttons are a OR operator which means that even if you placed 50 radio buttons in a group they can only choose one.

2) Use Checkboxes but then set a Validation in which one checkbox is "required". So drop a checkbox field, add another checkbox to this group, then go to Validation option on the right and set the dropdown to "Select at most" then choose "1".

C

Community Expert

Answer

Docusign Employee

Two options...

1) Use Radio Buttons instead of checkboxes, as Radio Buttons are a OR operator which means that even if you placed 50 radio buttons in a group they can only choose one.

2) Use Checkboxes but then set a Validation in which one checkbox is "required". So drop a checkbox field, add another checkbox to this group, then go to Validation option on the right and set the dropdown to "Select at most" then choose "1".

C

Community Member

Legacy User

Great suggestions! Thanks! Is there a way to "mass validate"? I have about 300 checkboxes on this template. Or do I have to click on each one and do it?

C

Community Member

Legacy User

Also with the radio buttons, how do I group them? In the template, they have to answers Yes or No to about 150 questions. How do I group the radio buttons in groups of two so that they can check Yes or No for each question?

C

Community Member

Legacy User

Each group of checkboxes will have a Validation property associated to the group. So lets say you added three groups and each group has 100 checkboxes, you can select any checkbox in a group and change the Validation. If you have 150 groups of Yes and No type checkboxes then that makes the process a little more tedious to change but I do not know a way to "mass" change these groups since they are already placed. If you knew this pre-Template, you could have added one group with two checkboxes, made the validation change and then just copied that single group X number of times.

C

Community Member

Legacy User

When you drop a Radio Button, there is a "+" under the radio button, you select that "+" to add another Radio Button to the group, each time you add a "+" there is ---- "dotted lines surrounding the group so you know what buttons belong to each group.

C

Community Member

Legacy User

Thanks! This is all really helpful.

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